LWCFA
AOL

Loring Wolcott & Coolidge Fiduciary Advisors’s AOL INC COMMON STOCK AOL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio AOL Stock Details AOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,100
Closed -$38K – 629
2013
Q3 		$38K Hold
1,100
– – ﹤0.01% 390
2013
Q2 		$40K Buy
+1,100
New +$41K ﹤0.01% 408

Other funds holding AOL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AOL Position: Q4 2013 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of AOL INC COMMON STOCK (AOL) in Q4 2013, closing a stake of 1,100 shares — an estimated $38K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AOL in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q2 2013. 303 funds tracked by Wall St. Rank hold AOL as of Q4 2013.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining AOL INC COMMON STOCK position as of Q4 2013 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,100 AOL INC COMMON STOCK shares in Q4 2013, an estimated $38K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AOL INC COMMON STOCK in Q2 2013 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's AOL INC COMMON STOCK position peaked at $40K in Q2 2013.
  • 303 funds tracked by Wall St. Rank held AOL INC COMMON STOCK as of Q4 2013.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2013, filed 11 Feb 2014.